Exclusively Serving B2B SaaS Businesses, FSM Provides Fractional / Virtual Bookkeeping, Controller and CFO services

The fastest growing and most awarded dark web cybersecurity platform. Leading Finance, Operations and the execution of a high velocity, scalable & predictable go to market sales model; developing the lead to cash process, supporting systems and metrics. Financial planning and analysis driven by key SaaS and sales funnel metrics. Successfully prepared the Company for its first round of Venture funding, leading to acquisition by Kaseya, an Insight Partners & TPG portfolio company; including negotiations, due diligence and post-acquisition integration.

Provider of software supply chain automation tools backed by premier venture capital investors including NEA, Accel, TPG, Hummer Winblad & Goldman Sachs. Lead FP&A and Sales Operations to build scalable financial operations, enable sales velocity and predictability. Quote-to-cash process automation, SaaS subscription management systems and data analysis/BI tools. Operating model development and strategic planning; maintaining accountability to key SaaS and financial metrics supporting business teams, executive, investor & board packages/dashboards. Debit and equity fundraising due diligence.

Growth stage, first to market cloud-based K-12 school registration solution provider. Oversaw all financial activities and due diligence process in acquisition by PowerSchool, a portfolio company of Vista Equity Partners. Implemented appropriate SaaS financial structure and metrics including complex revenue recognition. Restructured product offerings and sales contracts to reduce friction, enable scalable growth, and simplify revenue recognition.

Precision manufacturer serving the Department of Defense. Worked closely with ownership and management to restore liquidity, shareholder value and subsequent acquisition. Responsible for turnaround of the business focusing on cash flow by negotiating restructured debt, organizational effectiveness and operating performance.

Venture capital backed (NEA, Sapphire Ventures, Goldman Sachs) SaaS provider of mission-critical mobile enterprise applications that enable field force teams. Developed the business model for a SaaS product portfolio, transitioning from custom built solutions. Established the Sales Operations function and internal Deal Desk for the business globally; enablement of the global sales organization, sales forecasts, operational planning for sales volume and mix, key deal structure and negotiations, sales capacity and compensation, Salesforce CRM implementation globally across three lines of business.

Business Unit Head of Finance (CFO) of Mars Symbioscience, the global health & life sciences segment of Mars, Incorporated; an incubator focused on evidence-based product development. Lead all financial operations and directed financial reporting, planning and analysis for a diverse group of global business units ranging from concept to growth stage. Financial modeling and analysis to support the development of strategic initiatives, business plans and new product launches across multiple channels in various markets internationally. Implementation of Magento e-commerce platform & integration with fulfillment operations and ERP.

Rapidly growing provider of multi-technology mobile networks for emerging operators and rapid deployments. As an officer of the company, reported to the CEO; managed accounting, financial reporting, planning and analysis of an international multi-business unit organization. Implemented MS Dynamics ERP and developed financial operations & policies including revenue recognition (SOP 97-2 and 98-9) and booking policies related to the sale of telecommunications network hardware and software, services and technical support contracts. Restructured intellectual property offshore (Dubai, UAE) utilizing international transfer pricing and royalties. Due diligence, financial analysis and negotiations of AirNet Communications (NASDAQ: ANCC) acquisition; subsequently appointed to the AirNet Board of Directors.

(NASDAQ: ANCC)

Provider of long-haul optical telecommunications networks, scaling operations with 2-year revenue growth of $0 to $275M (NASDAQ: CORV). Key member of the finance team generating SEC-related reports as well as Executive and Board level reports. In charge of revenue recognition; oversight of product costing and margin analysis. Lead member of cross-functional team which implemented the sales order capture and fulfillment process; Oracle ERP implementation.

Supervised accounting staff responsible for the month-end close process, account analysis, standard cost updates, accounts receivable, accounts payable and payroll. Generation of financial statements, budgets and forecasts.

Established accounting and financial reporting policies and procedures in start-up company. Designed and implemented systems/processes to manage sales order fulfillment, work in process, capture job cost data and quality control records.